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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,029 | $199,109-82.9% | $173,730-80.4% | $154,746-78.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.97% | 20.02%-7.1pp | 19.96%-7.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,478 | $5,311-72.2% | $4,577-67.7% | $4,379-66.2% |
| Participant deferral / active EE | $2,023 | $7,113-71.6% | $6,326-68.0% | $6,730-69.9% |
| Admin fee / account holder | $150 | $20,916-99.3% | $17,523-99.1% | $14,365-99.0% |